Conga CLM provides two solutions for tracking the clauses used in your agreement documents.

  • Tracking Agreement Clause Activity – Track Agreement Clause activity using the Agreement Clause Related list. Whenever an agreement clause is inserted, modified or deleted during negotiation, agreement activity is recorded in the list at check-in and reconciliation. Use this data for reference or reporting purposes to track how non-standard language changes over the lifecycle of an agreement. This is the default means for tracking clause activity in your agreement.

  • Tracking Agreement Clause Versions – Add the Master Clause Listing section to your agreement layouts to provide a comprehensive list of clauses referenced in the current/final agreement document, from first check-out to activation. Drill down into each clause listing to view a list of all Clause Iterations present in the document throughout the negotiation, as well as Clause Iteration Details. Generate reports on agreements that contain specific clauses or clause language.

    Note

    Tracking of Agreement Clause Versions is only available in Conga CLM version 8.359 or higher when using X-Author for Contracts version 8.5.1010. Only agreement documents using FX2 format are supported.